A great interview on the Tonic Talk Show
Winning Portfolio? Use the prescribed rate loan strategy
Check your finances just as you’d visit the doctor
Investor’s Digest of Canada published my article “Check your finances just as you’d visit the doctor”.
It explains the importance of understanding the details of insurance policies you currently own, and presents several important planning opportunities to consider now.
Despite 30 years of professional practice it continues to amaze me that so many successful people don’t know what they own until it’s brought to their attention, and sometimes it’s an ugly surprise.
Many people, after buying life insurance, simply ‘file and forget’.
Don’t be one of those people.
Contact us for a thorough review, with no cost or obligation.
2021 Resolutions - Must Do's
"Is Strategic Charitable Giving Part Of Your Estate Plan?â€
Free Money
A real deal at the big box store?
Estimated reading time: 40 seconds
People like me shop at big box stores for good deals on many useful products.
From tires to toilet paper, consumer-friendly pricing explains the packed parking lots and overstuffed shopping carts.
Strategies for kids with special needs
Estimated reading time: 60 seconds
The grandparents of a special needs child contacted me recently wanting to do something “different” to provide for their grandson and his parents.
The boy was born with a severe disability requiring special care - an emotional and financial challenge for any family.
CBC Marketplace strikes again
Estimated reading time: 45 seconds
CBC Marketplace has warned consumers again about Canadian banks offering imperfect advice and unfriendly insurance products.
They went undercover seeking financial advice from the country's top 5 banks and financial institutions….and….spoiler alert….the results are scary.
Tax Time Blues - Be Prepared
Estimated reading time: 35 seconds
After a long and miserable winter, Canadians now face the annual dread called tax time.
Some taxpayers are in ‘search and sort’ mode right now, looking for the receipts and documents required for their personal income tax return.
Charity begins at the office
Estimated reading time: 30 seconds
I love my job!
It allows me, on a daily basis, to help people get properly protected from whatever lies ahead.
5 Reasons why insurance companies don’t want you to review your policies
Estimated reading time: 30 seconds
Everyone knows that insurance companies pay attention to details.
The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.
Resolutions for 2014 - Get Your Financial House in Order
This is the only time of year when people make all kinds of promises to themselves; solemn vows to quit smoking, lose weight, exercise more, work less, work more, become more spiritual, etc.
Consider adding this resolution - get your financial house on order.
Use this list to get started.
A big-hearted cardiologist
Estimated reading time: 25 seconds
Charitable planned giving is my favorite professional pastime.
Given the choice, most people would prefer to pay less income tax and leave more to their favourite charities.
Hurry up and wait
Estimated reading time: 40 seconds
The Fraser Institute recently published its 22nd annual report on wait times for medical treatment in Canada.
The BC - based think tank reports that people across the country are forced to wait longer than what physicians consider to be clinically reasonable.